Path: Reporting > Ad Hoc Reporting > Filter Designer > Function Editor
Use the Function Editor to create calculated fields, combine values, summarize data, and perform aggregate calculations within an Ad Hoc filter. Functions can be added to the filter and included in Data Export output alongside standard fields. This guide explains how to add and manage functions in Query Wizard.
Before you start
- Determine the calculation or summary you want the filter to perform.
- Add the fields needed for the calculation before opening the Function Editor.
- Verify you have the appropriate tool rights to create and save filters.
Open the Function Editor
Use the Add Function feature to create calculated fields that can be included in a query.
- Create a new Query Wizard filter or edit an existing one.
- Click Add Function.
- The Function Editor appears in a new window.
Use the Function Editor to define and configure calculated fields for use in a query.
Define the function
- Enter a Name for the function. This name distinguishes the function from other functions in the Selected Fields window and in filters generated via the Data Export tool.
- Select a Function from the drop list. Once a function is selected, the Filter By Search field becomes active.
- If the "Constant" Function is selected, enter the Constant Value and click the Add button. The value entered displays in the Parameters window and is reported on every record returned.
- Use the Filter By Search field to search for desired fields. Enter a search value, then click the Search button to reset the list of fields to return only matching fields. Click the Clear button to clear the entered search values and see the full list of fields.
- Search for and select the fields that should be included in the calculation.
- Verify the selected fields appear in the Parameters area.
- Repeat steps 2 -6 if additional functions are required.
- Click Save.
Use this view to verify that a calculated function has been added to the query output and included with the selected fields.Impact
The Field Selection editor displays after the function is saved. The new function is added to the Selected Fields window and can be used like any other field in the filter. Function names display in the format function.functionName, where the function name appears after the period.
The function becomes available for output formatting, grouping, aggregation, and Data Export processing. Because function values are calculated each time the filter runs, the results automatically reflect the current data it returns. This allows you to create dynamic calculations, summaries, counts, and combined values without manually updating the filter.
Edit a function
- Select a saved function from the Selected Fields list.
- Click Edit Function.
- Update the function name, parameters, or calculation.
- Click Save.
Impact
The function becomes available as a field within the filter and can be included in exported results.
What's next
- Configure Output Formatting to control how function results display in exports.
- Use Grouping and Aggregation to summarize function results across record groups.
- Test the filter to verify that function calculations return the expected results.
- Save the filter to a folder for easier organization and access.
